The S&P500 is upward trending at cyclical high

The S&P500 is upward trending at a cyclical high. The character of the price trend has changed to a cyclical motion since the S&P500 peaked early in 2018. We think some of this cyclical nature is due to robot buying and selling programs initiated by large hedge funds and bank proprietary trading strategies. Banks are…

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Market commentary 6-22-18

The S&P500 is upward trending The S&P500 is upward trending. The character of the price trend has changed to a cyclical motion since the S&P500 peaked early in 2018. We think some of this cyclical nature is due to robot buying and selling programs initiated by large hedge funds and bank proprietary trading strategies. Higher…

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Are we in a bull or bear market?

Bull Markets vs Bear Markets Generally bull markets occur when our economy is growing and employment is growing. Bear markets generally happen about 6 to 9 months before economists determine that our economy is running out of money. This is characterized when inflation is high, employment is slowing down, and spending for new plants slows…

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Is there a difference between a financial planner and an active investment advisor?

All registered investment advisors are fiduciaries and put client interest ahead of theirs; whereas many financial planners earn commissions from insurance, stocks, and mutual funds and do not put client interest (commissions paid to planner) ahead of theirs (commissions “earned” to planner). Many planners are both as stock brokers and planners. Active investment advisors like…

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